Morton Brown Family Wealth, LLC Msci Eafe Growth ETF Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 51 shares of EFG stock, worth $5,259. This represents 0.0% of its overall portfolio holdings.
Number of Shares
51
Previous 51
-0.0%
Holding current value
$5,259
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
1,073Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.15 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$944 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$750 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$695 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$559 Million5.34% of portfolio